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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
GII
4126
Gryphon International Investment
Toronto,
Ontario, Canada
| $156M | +$25.2M | +19% | 0% | 5.67% | 24 | 33.33% | 2.9 |
|
| 4127 |
4127
Camelot Portfolios
Maumee,
Ohio
| $156M | -$24.2M | -13% | 18.8% | 41.3% | 240 | 30% | 2.7 |
|
| 4128 |
4128
Omega Financial Group
Santa Barbara,
California
| $155M | +$23.4M | +18% | 14.6% | 45.2% | 60 | 11.67% | 1.2 |
|
| 4129 |
4129
Biltmore Wealth Management
Tempe,
Arizona
| $155M | -$53.9M | -26% | 11.7% | 59.8% | 62 | 51.61% | 1.7 |
|
| 4130 |
BRCA
4130
Birch Run Capital Advisors
Dallas,
Texas
| $155M | +$43.4M | +39% | 36.8% | 8.22% | 23 | 26.09% | 2.1 |
|
| 4131 |
4131
Solus Alternative Asset Management
Summit,
New Jersey
| $155M | +$114M | +281% | 62.3% | 79.3% | 12 | 41.67% | 1 |
|
| 4132 |
4132
Acima Private Wealth
Richmond,
Virginia
| $155M | +$25M | +19% | 17.9% | 51.1% | 273 | 13.55% | 1.3 |
|
| 4133 |
4133
Guinness Atkinson Asset Management
Pasadena,
California
| $155M | +$28.5M | +23% | 28.5% | 132% | 81 | 2.47% | 3.2 |
|
| 4134 |
4134
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $155M | +$51.7M | +50% | 20.3% | 68.6% | 256 | 82.81% | 0.2 |
|
| 4135 |
4135
Knightsbridge Asset Management
Newport Beach,
California
| $155M | +$55.4M | +56% | 22.9% | 150% | 47 | 63.83% | 1.6 |
|
| 4136 |
4136
BCBSM Inc
Eagan,
Minnesota
| $155M | -$62.5M | -29% | 3.67% | – | 1 | 0% | 0.5 |
|
| 4137 |
4137
Sound Financial Strategies Group
Madison,
Mississippi
| $154M | +$7.57M | +5% | 4.85% | 26.4% | 62 | 0% | 0.5 |
|
| 4138 |
PL
4138
Polianta Ltd
St Helier,
Jersey
| $154M | +$8.59M | +6% | 28.9% | 31.6% | 108 | 83.33% | 0.1 |
|
| 4139 |
4139
Rho Capital Partners
New York
| $154M | +$55.1M | +56% | 85.7% | – | 5 | 0% | 3.4 |
|
| 4140 |
IBOK
4140
Independence Bank of Kentucky
Owensboro,
Kentucky
| $154M | +$26.8M | +21% | 18% | 94.3% | 359 | 7.52% | 2 |
|
| 4141 |
4141
Corriente Advisors
Fort Worth,
Texas
| $154M | +$61.7M | +67% | 82.5% | – | 21 | 71.43% | 0.2 |
|
| 4142 |
4142
Ceeto Capital Group
Coral Gables,
Florida
| $154M | +$29.7M | +24% | 26.1% | 94.4% | 137 | 9.49% | 2.1 |
|
| 4143 |
BIA
4143
Bigelow Investment Advisors
Portland,
Maine
| $154M | +$20.9M | +16% | 14.8% | 75.7% | 142 | 11.27% | 2 |
|
| 4144 |
4144
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $154M | +$21.9M | +17% | 19% | 92.4% | 382 | 12.57% | 3.6 |
|
| 4145 |
AIA
4145
AIMZ Investment Advisors
Los Altos,
California
| $154M | +$25.4M | +20% | 21.9% | 81.3% | 99 | 9.09% | 4.4 |
|
| 4146 |
4146
TFG Advisers
Auburn Hills,
Michigan
| $154M | +$27.8M | +22% | 19% | 61.8% | 159 | 11.32% | 1.3 |
|
| 4147 |
4147
Gainplan
Bloomfield Hills,
Michigan
| $154M | +$64.5M | +72% | 24% | 103% | 43 | 51.16% | 0.4 |
|
| 4148 |
4148
Leonard Rickey Investment Advisors
Yakima,
Washington
| $154M | +$24.7M | +19% | 16.8% | 55.9% | 77 | 22.08% | 1.5 |
|
| 4149 |
4149
Nine Masts Capital
Central,
Hong Kong
| $154M | +$85.4M | +125% | 17.5% | 88.1% | 35 | 71.43% | 0.6 |
|
| 4150 |
4150
Axiom Financial Strategies
New Albany,
Indiana
| $153M | +$29.7M | +24% | 13.5% | 54.5% | 74 | 25.68% | 0.2 |
|